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Charles Schwab Corporation shares owned by Manchester Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Manchester Capital Management from 13F filings

Historical chart of Manchester Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Manchester Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Manchester Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 3.3k 95.47
2025-06-30 $303k 3.3k 91.24
2025-03-31 $237k 3.0k 78.28
2024-12-31 $204k 2.8k 74.01
2024-09-30 $112k 1.7k 64.81
2024-06-30 $120k 1.6k 73.69
2024-03-31 $100k 1.4k 72.34
2023-12-31 $82k 1.2k 68.80
2023-09-30 $56k 1.0k 54.90
2023-06-30 $109k 1.9k 56.68
2023-03-31 $195k 3.7k 52.38
2022-12-31 $249k 3.0k 83.26
2022-09-30 $212k 2.9k 71.91
2022-06-30 $191k 3.0k 63.22
2022-03-31 $255k 3.0k 84.41
2021-12-31 $254k 3.0k 83.99
2021-09-30 $251k 3.4k 72.80
2021-06-30 $390k 5.4k 72.77
2021-03-31 $347k 5.3k 65.12
2020-12-31 $50k 950 52.63
2020-09-30 $34k 950 35.79
2020-06-30 $265k 7.9k 33.70
2020-03-31 $32k 950 33.68
2019-12-31 $45k 950 47.37
2019-09-30 $40k 950 42.11
2019-06-30 $38k 950 40.00
2019-03-31 $41k 950 43.16
2018-12-31 $49k 950 51.58
2018-09-30 $47k 950 49.47
2018-06-30 $49k 950 51.58
2018-03-31 $50k 950 52.63
2017-12-31 $49k 950 51.58
2017-09-30 $42k 950 44.21
2017-06-30 $41k 950 43.16
2017-03-31 $39k 950 41.05
2016-12-31 $37k 950 38.95
2016-09-30 $30k 950 31.58
2016-06-30 $24k 950 25.26
2016-03-31 $27k 950 28.42
2015-12-31 $31k 950 32.63
2015-09-30 $27k 950 28.42
2015-06-30 $31k 950 32.63
2015-03-31 $28k 950 29.47
2014-12-31 $136k 4.5k 30.28
2014-09-30 $132k 4.5k 29.39
2014-06-30 $166k 6.2k 26.87
2014-03-31 $59k 2.2k 27.19
2013-12-31 $56k 2.2k 25.81
2013-09-30 $46k 2.2k 21.20
2013-06-30 $35k 1.6k 21.35